Attachment 1 - Statement of Work Template.docx

STATE OF MISSOURI

OFFICE OF ADMINISTRATION

DEPARTMENT NAME HERE

STATEMENT OF WORK (SOW)

SOW NO.:

SOW TITLE:

ISSUE DATE:

SOW DUE DATE:

STATE AGENCY CONTACT INFORMATION:

PHONE NO.: (573)

E-MAIL: @ .mo.gov

RETURN SOW TO: The SOW should be returned to the state agency by mail, fax, or email as stated below:

DEPARTMENT NAME or DEPARTMENT NAME

CONTRACT PERIOD:

DELIVER SUPPLIES/SERVICES FOB (Free On Board) DESTINATION TO THE FOLLOWING ADDRESS:

The vendor hereby declares understanding, agreement and certification of compliance to provide the items and/or services, at the prices quoted, in accordance with all requirements and specifications contained herein and the Terms and Conditions of the contract awarded in response to the Request for Proposal STATE 0000000580SL. The vendor further agrees that the language of this SOW and the contract awarded to Request for Proposal STATE 0000000580SL shall govern in the event of a conflict with his/her SOW response. The vendor further agrees that upon receipt of an authorized purchase order from the (AGENCY NAME HERE) or when the SOW is countersigned by an authorized official of the (AGENCY NAME HERE), a binding contract under the contract awarded in response to the Request for Proposal STATE 0000000580SL shall exist between the contractor and the State of Missouri.

SIGNATURE REQUIRED

VENDOR NAME

CONTACT PERSON

EMAIL ADDRESS

PHONE NUMBER

FAX NUMBER

AUTHORIZED SIGNATURE

DATE

PRINTED NAME

TITLE

For STATE AGENCY USE ONLY:

ACCEPTED BY STATE OF MISSOURI AS FOLLOWS:

STATE AGENCY SIGNATORY APPROVAL

DATE

INTRODUCTION AND PURPOSE

Provide a brief description of the project. Provide any information necessary to acquaint the vendor with the planned project.

Organization: This SOW is organized into the following sections:

Section 1: Introduction and Purpose Section 2: Scope of Work Section 3: Statement of Work Submission and Evaluation Exhibits XXX Terms and Conditions Attachment XXXX

Questions:

Questions will be accepted only up to one (1) week before the date and time responses are due (i.e., questions will not be accepted after XXXX at 5pm CT).

Background:

Provide background into the planned project.

Scope of Work

Performance Requirements:

In this section, the state agency should provide a listing of specifications/performance requirements, standards, locations, tasks, deliverables, schedule, and the state’s assumptions. In this section the state agency should define the tasks that the contractor must complete for the SOW project. This section should provide a detailed itemization and description of all project tasks which must be completed by the contractor (i.e. project work), including requirements for and specified frequency of any required status reports; the specified project tasks must be clearly stated and must be quantifiable.

Deliverables:

In this section, the state agency should clearly state what the contractor must deliver. A description of the acceptance criteria as well as what the contractor must obtain from the agency to verify the state agency’s receipt and approval of the deliverable work product will also be included.

Reporting Requirements:

In this section, the state agency should clearly state what reporting requirements are required for the contractor to produce throughout the project.

Contractor and Personnel Qualifications:

In this section, the state agency should clearly state the minimum contractor and personnel qualifications necessary to perform the work.

Invoicing and Payment Requirements:

In this section, the state agency should clearly lay out how the contractor will invoice and be paid for services.

Other Contractual Requirements:

Identify any requirements that would be specific to this SOW that was not part of the original RFP.

Statement of work (sOW) SUBMISSION and evaluation INFORMATION

Submission of Proposals:

Proposed SOW responses must be signed and returned to the state agency at the attention of the contact person the cover page of this document. The vendor can respond either by mail, fax or email. If submitting email responses, the vendor is encouraged to encrypt such proposal.

Confidential Materials: The vendor shall understand that the SOW response submitted shall be considered an open record unless otherwise exempt pursuant to the provisions of the State of Missouri Revised Statutes, specifically section 610.021-022, RSMo, and other provisions as may be applicable. If the vendor considers any part of their SOW to be proprietary or confidential, the vendor must clearly identify such part and shall provide adequate explanation of what qualifies the material as being held confidential under the provisions of the State of Missouri Revised Statutes. Unless specific confidential information is requested by the State of Missouri and acknowledged as such, the contractor should NOT include confidential material with their SOW response.

To facilitate the evaluation process, the vendor is encouraged to organize their proposal into the following sections that correspond with the individual evaluation categories described herein. The vendor is cautioned that it is the vendor’s sole responsibility to submit information related to the evaluation categories and that the State of Missouri is under no obligation to solicit such information if it is not included with the proposal. The vendor’s failure to submit such information may cause an adverse impact on the evaluation of the proposal. The proposal should be page numbered and should have an index and/or table of contents referencing the appropriate page number(s).

Signed page one from the original SOW and all signed addendums should be placed at the beginning of the proposal.

Cost Proposal (Exhibit A: Pricing Page)

Technical Proposal: The Technical Proposal will include three components: Proposed Methodology, Approach, and Work Plan (Exhibit X), Team Qualifications (Exhibit X), and Past Performance (Exhibit X). The Proposed Methodology, Approach, and Work Plan of the Technical Proposal should be limited to no more than XX pages, including any exhibits related to the Technical Proposal. Standard fonts, 11 point or above, should be used.

The Technical Proposal should contain only relevant information that is specific to the topic.

The vendor should not include hyperlinks or video clips. In the event the vendor provides hyperlinks or video clips, the information shall not be considered.

Evaluation and Award Process:

0. Evaluation Criteria: After determining that a proposal satisfies the mandatory requirements stated in the SOW, the evaluator(s) shall use both objective analysis and subjective judgment in conducting an assessment of the proposal in accordance with the evaluation criteria stated below. Each responsive proposal will receive a score for each element of the evaluation criteria, and the table below identifies the maximum point totals available for each evaluation element, the rating available for each evaluation element, and the available score for each rating.

Evaluation Criteria

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

Distinctive

Superior Satisfactory Marginal Unsatisfactory

BONUS POINT PREFERENCES

Details for each of the evaluation categories, evaluation criteria, and evaluation elements outlined above are further defined in the following sections.

After an initial screening process, a question and answer conference or interview may be conducted with the vendor, if deemed necessary by the Division of Purchasing. In addition, the vendor may be asked to make an oral presentation of their proposal during the conference. Attendance cost at the conference shall be at the vendor's expense. Such conference shall be coordinated by the Division of Purchasing.

Evaluation of Cost:

Pricing – The vendor must provide pricing for all line items as required on Exhibit A-Pricing Page.

Objective Evaluation of Cost – (1) The cost evaluation shall be based on a total cost determined using the sum of the prices stated on Exhibit A. Or (2) The cost evaluation shall be based on the price stated on the Exhibit A. or (3) The cost evaluation shall be based on a total cost determined by adding all prices on the Pricing Page, or ???…. (4) something else that makes sense

Cost evaluation points shall be determined from the result of the calculation stated above using the following formula:

Compared Vendor’s Price

0. Technical Proposal Evaluation:

1. Evaluation of Experience of Organization and Past Performance: The evaluation of the Experience of Organization and Past Performance shall be subjectively based on fact. Information provided by the vendor in response to the Exhibit , Experience of Organization and Past Performance will be used in the Experience of Organization and Past Performance evaluation.

0. Scoring of Experience of Organization and Past Performance - The vendor’s Experience of Organization and Past Performance will be rated by the state using the rating system as defined below:

Experience of Organization and Past Performance Rating System

0. The rating for the specific elements of the Experience of Organization and Past Performance will have the point values as shown in the table in paragraph 3.2.1 above.

1. Evaluation of Team Qualifications: The evaluation of the Team Qualifications shall be subjectively based on fact. Information provided by the vendor in response to the Exhibit , Team Qualifications will be used in the Team Qualifications evaluation.

1. Scoring of Team Qualifications - The vendor’s Team Qualifications will be rated by the state using the rating system as defined below:

Team Qualifications Rating System

0. The rating for the specific elements of the Team Qualifications will have the point values as shown in the table in paragraph 3.2.1 above.

1. Evaluation of Methodology, Approach, Work Plan, and Technical Capabilities: The evaluation of the Methodology, Approach, Work Plan and Technical Capabilities shall be subjectively evaluated based on fact. Information provided by the vendor in response to the Exhibit , Methodology, Approach, Work Plan, and Technical Capabilities of the SOW will be used to complete the evaluation of the Methodology, Approach, Work Plan, and Technical Capabilities. If conducted, any demonstrations, question and answer conferences, and sample testing referenced herein will provide additional information, which may be used to evaluate the Methodology, Approach, Work Plan, and Technical Capabilities for each proposed products and/or services.

2. Scoring of Methodology, Approach, Work Plan, and Technical Capabilities - The vendor’s Methodology, Approach, Work Plan, and Technical Capabilities will be rated by the state using the rating system as defined below:

Methodology, Approach, Work Plan, and Technical Capabilities Rating System

0. The rating for the specific elements of the Methodology, Approach, Work Plan, and Technical Capabilities will have the point values as shown in the table in paragraph 3.2.1 above.

1. Failure to Respond to Evaluation Elements: In the event the vendor fails to provide the information requested in the exhibits pertaining to the evaluation elements identified above, the vendor may receive an “Unsatisfactory” rating for the corresponding evaluation element.

Organizations for the Blind and Sheltered Workshop Preference, Missouri Service-Disabled Veteran Business Enterprise, and Honorably Discharged Veteran Business Enterprise Participation:

If the contractor proposed and was awarded Organizations for the Blind and Sheltered Workshop Preference, Missouri Service-Disabled Veteran Business Enterprise, and Honorably Discharged Veteran Business Enterprise participation as part of their submission to STATE 0000000580SL, the contactor should identify how they plan to propose to meet the contractor’s commitment made in the awarded QVL proposal for this specific SOW.

Exhibit A

PRICING PAGE

The vendor shall provide a firm, fixed price for each of the following for providing the services required herein in accordance with the provisions and requirements of this SOW. All costs associated with providing the required services, including…, shall be included in the stated prices.

Firm, Fixed Price

Service Requested

TECHNICAL PROPOSAL EXHIBIT ,

EXPERIENCE OF ORGANIZATION AND PAST PERFORMANCE

Experience of Organization and Past Performance Submission Instructions: The vendor should provide the information requested below regarding the vendor’s compliance with the minimum experience requirements identified in the SOW. Additionally, the vendor should provide the same information for their proposed subcontractors, as applicable.

EXPERIENCE OF ORGANIZATION

The vendor should describe their overall experience relative to the information requested below that demonstrates similar scope and magnitude of effort, including identifying the recentness of that experience.

Provide a brief company history, including the number of years in business as currently constituted.

Describe the nature of the vendor’s business, including type of products and/or services provided/performed.

(paragraph 2.x.x)

EXPERIENCE OF ORGANIZATION AND PAST PERFORMANCE, CONTINUED

PAST PERFORMANCE - CASE STUDIES

The vendor should provide three (3) past performance case studies for projects where the products and/or services in the SOW are currently in use or recently used as an indicator of the vendor’s past performance. The three (3) case studies should represent the same scope and magnitude of effort and complexity required in the SOW and be recent.

The case study should include the name and contact information for a client representative who can speak to the scope, quality, and impact of the vendor’s work. The state, at its discretion, may or may not contact any of the case studies provided by the vendor.

The vendor should clearly indicate if case studies are for proposed subcontractor(s).

Additional Case Studies: In the event the vendor submits more case studies than requested, for evaluation purposes only the first case studies up to the number requested will be considered. Any additional case studies will not be evaluated.

The vendor should duplicate and complete the following table for each case study presented.

CASE STUDY

Project Title

Duration of the Project

Contact Person Name:

Contact Telephone Number:

Contact Email Address:

Project Annual Budget

Timeframe Products/Services Provided:

(e.g., July 2020 – June 2022)

The vendor should summarize below the work performed on the project, the project’s objectives, and approach relevant to this SOW.

TEAM QUALIFICATIONS

Team Qualifications Submission Instructions: The vendor should provide detailed information on the experience and qualifications of the vendor’s proposed team (Or if not using a team approach - vendor’s proposed personnel to perform the requirements of the SOW. The vendor’s proposed team should include both the Leadership Team and Working Team.

TEAM QUALIFICATIONS BIOGRAPHY INSTRUCTIONS

Leadership Team: The vendor should submit no more than four (4) Leadership Team (i.e. executive level personnel who would have major authority over this project) members’ biographies for consideration in the evaluation. For evaluation purposes, only the first four (4) biographies will be considered. Any additional biographies submitted will not be evaluated. One (1) member of the Leadership Team should be identified as the vendor’s primary person responsible for the delivery of the project. By including their biographies, the vendor is committing the Leadership Team members whose biography(ies) are submitted herein to support the project, should it be awarded.

Working Team: The vendor should submit no more than six (6) Working Team (i.e. ) members’ biographies for consideration the evaluation. At least two (2) of the Working Team biographies should be representative Project Managers who could lead this project. Other biographies should be representative of the qualifications and experience of consultants, analysts, or other support that would be assigned to the project.

Expert Advisor and Additional Analytic Team Members: The vendor should submit no more than four (4) Expert Advisor and analytic support biographies will be considered. Such team members are expected to support the project, but not necessarily work on-site. By including their biographies, the vendor is committing the expert advisors and analytic team members to support the project, should it be awarded. The vendor may also include additional information about its specialized analytic capabilities relevant to this project; such information will be factored into the evaluation of the team qualifications.

Additional Biographies: In the event the vendor submits more biographies than requested, for evaluation purposes only the first biographies up to the number requested will be considered. Any additional biographies will not be evaluated.

The vendor should duplicate and complete the following table for each proposed team member.

TEAM MEMBER BIOGRAPHY

Name:

Title:

Proposed project role:

% of time committed to project:

☐ Working Team

Education, Certifications, and Other Distinctions

Employment History

Specific Experience Relevant to Project

Other

Other Experience or Background Information

METHODOLOGY, APPROACH, WORK PLAN, AND TECHNICAL CAPABILITIES

Direction for Vendor: The vendor should describe how the proposed vendor/solution/product/service meets the requirements identified in Section 2: Statement of Work by addressing the following questions:

2.X – Section Title/Scoring Element 1

3. Insert questions pertaining to this section. Questions should obtain information the agency wanted to see for evaluation purposes that align with the applicable scoring element and Statement of Work requirements.

2.X – Section Title/Scoring Element 2

3. Insert questions pertaining to this section. Questions should obtain information the agency wanted to see for evaluation purposes that align with the applicable scoring element and Statement of Work requirements.

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